Elizabeth Jacobsen
Bradenton,FL
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build and maintain connections. I love to teach about products and programs to generate new business.
Overview
13
13
years of professional experience
Work History
Senior Mortgage Loan Officer
Trustco Bank
06.2023 - Current
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Developed and implemented marketing campaigns to generate new business opportunities.
Senior Mortgage Loan Officer
Clear Path Mortgage Solutions
01.2023 - 06.2023
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Senior Mortgage Loan Officer
Fairway Independent Mortgage
01.2022 - 12.2022
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Senior Mortgage Loan Officer
Sunmark Credit Union
01.2011 - 01.2022
- Developed and grew the New Construction Department by making and maintaining builder and Modular companies relationships. Training on the products and processes to staff and Realtor partners,
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Developed and grew the New Construction Department by making and maintaining builder and Modular companies relationship. Training on the products and processes to staff and Realtor partners,
Education
Associate of Science - Psychology
Junior College of Albany JCA
Albany NY05.1995
Skills
- Communication and Interpersonal Abilities
- Risk Assessment Competence
- Customer Relationship Management
- Conventional Loan Knowledge
- Real Estate Market Awareness
- FHA and VA Loan Knowledge
- Construction to Perm and End loan product specialist
Timeline
Senior Mortgage Loan Officer
Trustco Bank
06.2023 - Current
Senior Mortgage Loan Officer
Clear Path Mortgage Solutions
01.2023 - 06.2023
Senior Mortgage Loan Officer
Fairway Independent Mortgage
01.2022 - 12.2022
Senior Mortgage Loan Officer
Sunmark Credit Union
01.2011 - 01.2022
Associate of Science - Psychology
Junior College of Albany JCA
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